Financial Planning Services, IN — Investment Adviser | BuildTrust

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FINANCIAL PLANNING SERVICES

Investment AdviceFORT WAYNE, IN

Assets Under Management

$179.2M

Total AUM

Donut chart: Discretionary 176.2M, Non-Discretionary 3.0M
Category	Value
Discretionary	176.2M
Non-Discretionary	3.0M

Adviser Information

Field	Value
CRD Number	121034
SEC Number	801-123630
Street Address	6920 POINTE INVERNESS WAY
Street Address 2	STE 170
Location	FORT WAYNE, IN 46804
Country	United States
Phone	260-469-3218
Fax	260-469-3220
Total Employees	7
Business Types	registered_representative, insurance_broker

Client Count by Type (472 Total)

Horizontal bar chart: Individuals (other than H… 403, High Net Worth Individual… 64, Charitable Organizations 2, Corporations/Businesses 2, Pension/Profit Sharing Pl… 1
Category	Value
Individuals (other than H…	403
High Net Worth Individual…	64
Charitable Organizations	2
Corporations/Businesses	2
Pension/Profit Sharing Pl…	1